FOR FINANCIAL PROFESSIONAL USE ONLY.
Click here for methodology and assumptions used in the iRetire tool (the “tool”).
IMPORTANT: The projections or other information generated by the tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Any information contained in or generated by the tool should not be construed as or relied upon as investment advice, research or a recommendation by BlackRock Investments, LLC or any of its affiliates (collectively, "BlackRock") regarding the use or suitability of any particular asset allocation, fund or overall investment strategy. The tool is designed to be used in consultation with an advisor and should not be relied on as a primary basis for an investment decision. Only an investor and his or her advisor know enough about the investor's circumstances to make an informed investment decision.
The tool and BlackRock’s CoRI methodology do not guarantee future income or protect against loss of principal. There can be no assurance that an investment strategy based on the tool or BlackRock’s CoRI methodology will be successful.
Carefully consider a fund's investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the fund's prospectus or, if available, the summary prospectus, which may be obtained by visiting the iShares ETF prospectus pages. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Data shown is for informational purposes only, is subject to change and does not represent an actual account. The validity of the analysis generated by the tool is in part dependent upon the accuracy of the data entered by the user when using the tool. Actual investment outcomes may vary.
The tool is provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any results obtained from its use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal). The use of the tool is subject to BlackRock Terms and Conditions.
This information is intended for use in the United States. This information is not a solicitation for or offering of any investment product or service to any person in any jurisdiction or country in which such solicitation or offering would be unlawful.
The tool does not reflect any advisory program fees.
The funds identified in the tool do not represent the full universe of investments that could compose a portfolio. The investment selections available in the tool are limited to the Target Allocation ETF Portfolios. Other investments not considered may have characteristics similar or superior to those that are included.
The iShares Funds identified in the tool are distributed by BlackRock Investments, LLC.
The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), India Index Services & Products Limited, Interactive Data, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC. None of these companies make any representation regarding the advisability of investing in the Funds. BlackRock is not affiliated with the companies listed above.
Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Equity REITS Index, FTSE NAREIT All Residential Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license.
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